See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | -$61,239 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,057 | $62,723+48.4% | $142,863-34.9% | $86,799+7.2% |
| Participation rate | 90.0% | 62.6%+27.5pp | 71.9%+18.1pp | 72.3%+17.7pp |
| Annual return | 19.10% | 17.62%+1.5pp | 5637.54%-5618.4pp | 97.91%-78.8pp |
| Employer contribution / active EE | $3,594 | $1,627+120.9% | $4,144-13.3% | $2,405+49.4% |
| Participant deferral / active EE | $6,617 | $3,039+117.7% | $3,837+72.4% | $4,131+60.2% |
| Admin fee / account holder | $136 | $140-2.9% | $6,560-97.9% | $170-20.1% |